Industries-CPQ-Developer Practice Test Questions

Explanation:

The statement:
“A guided process allows you to create new product bundles in the Cart.”

…is false. Here’s why:

✅ Guided Process (Guided Selling)
Guided Selling is designed to:
Help users select existing products or bundles from the product catalog
Collect configuration data
Filter product lists dynamically
Apply rules to ensure correct product selections
Guided Selling does not create new product bundles on the fly. Instead:

✅ You create bundles in the Product Catalog (EPC) ahead of time:

Parent Product = bundle
Child Products = components
Relationships and constraints are defined during product modeling.

✅ Where product bundles are created
Bundles are modeled in:
Vlocity Product Console
Salesforce Industries Product Designer
EPC Product hierarchy

When a user opens the Cart:
They can select from pre-configured bundles.
They can customize those bundles (e.g. add/remove optional child products).
But they cannot create new bundles from scratch during the cart process.
✅ Example
Let’s say:
“Internet Bundle” → Parent Product
Child Products → Router, Security Suite
Users can:
Select this bundle via Guided Selling
Add or remove optional child products
They cannot create a new “Custom Internet Bundle” in the Cart UI.

✅ Why the statement is False
✅ Guided processes:
Help configure bundles
Help select bundles
Do not create entirely new bundles as new product entities in EPC
If you want a new bundle, a product modeler must define it in the catalog first.

Explanation:

When working with Rules in Salesforce Industries CPQ (Vlocity CPQ), you define conditions to determine when your rule should execute.

There are two ways to add conditions:
Simple
Function
Let’s explain each one.

✅ B. Simple → Correct
✅ When you choose Simple, you can:

Directly select a Context Dimension (like Account, Quote, Order, etc.)
Pick a field from that context

Define criteria like:
Equals
Not Equals
Greater Than
Less Than
Example:
Context Dimension: Account
Field: SLA
Operator: Equals
Value: Gold

This approach allows you to select the context dimension from a dropdown → that’s precisely how you map rule conditions to objects like Account, Quote, or Asset.

So Simple = pick Context Dimension + Field + Operator + Value.

✅ Why Function is Incorrect
✅ A. Function → Incorrect
Function allows you to:

Write a custom formula or expression
Reference context variables in a formula-style syntax

While powerful, Function does not offer a dropdown to pick a context dimension. Instead, you must manually write the logic.

Example:
IF(Account.SLA__c == 'Gold', true, false)

So while you can reference context dimensions inside a function, you don’t select them via a dropdown → you write it yourself.

Explanation:

The Any scope is a specialized context scope designed for maximum reusability across the lead-to-cash process.

Agnostic Nature:
By setting the scope to Any, you are telling the Rule Engine that the rule can be evaluated in any context—whether the user is starting from an Opportunity, moving to a Quote, or finalizing an Order.

Decoupling:
This allows a developer to define Account-based logic (for example, “Customer must be in Good Standing”) or Contract-based logic (for example, “Customer must have an active Master Service Agreement”) once.

Mapping Efficiency:
Instead of creating three separate rules for the three different stages of a sale, the Any scope allows the system to look for the Account or Contract ID regardless of the root object being used in the Cart.

Analysis of Incorrect Answers

B. Asset
The Asset scope is specific to Asset-Based Ordering (ABO). It is used when rules need to evaluate existing services the customer already owns. It is not agnostic and is specifically tied to the Asset object.

C, D, E. Opportunity, Order, Quote
These are Root Context Scopes. If you define a rule with a scope of Order, that rule will only fire when the user is in the Order Cart. It is not agnostic because it requires the specific root object to be present to function. If you attempted to use an Order-scoped rule while on a Quote, the rule would fail to find the necessary data mappings.

References
Salesforce Help: Context Scopes in Industries CPQ
Vlocity Developer Guide: Configuring Agnostic Context Rules using the Any Scope

Explanation

In the Salesforce Industries CPQ reference app (the out-of-the-box sample application and demo environment provided by Salesforce for Industries CPQ), after successfully submitting an order (typically via the Submit Order action or the SubmitOrderVIP Integration Procedure), the system displays a confirmation message to the user.

The standard confirmation message includes the Order Id (the Salesforce Order record ID or Order Number that was just created or updated upon submission).

Why the Order Id is shown
It serves as the primary reference for the submitted order.
It allows the user or agent to immediately track, view, or reference the newly created Order record.
In the reference app’s cart and checkout flow, the confirmation dialog, popup, or toast typically displays a message such as “Order submitted successfully,” followed by the Order Id for confirmation and next steps.

This behavior is consistent with how Industries CPQ handles order submission in guided selling, Digital Commerce, and standard cart flows. The most critical post-submission information is the resulting Order identifier.

Why not the other options?

A. The Account Id
The Account is already known and selected before order submission, as it is the parent of the Order. It does not need to be reconfirmed in the success message, since the focus is on the newly created Order.

C. The cart items
Cart items such as products, quantities, and prices are already visible in the cart prior to submission. The confirmation message is a brief success acknowledgment and does not redundantly list cart details again.

D. The total cost
The total one-time and recurring costs are displayed prominently in the cart summary during configuration. The confirmation message does not re-display pricing; it confirms successful creation of the Order record.

Key Concept Summary
Order submission in Industries CPQ creates an Order record and related Order Items, and may trigger fulfillment through Order Management.
The reference app UI, built using Vlocity Cards and OmniScripts, shows a simple success confirmation highlighting the Order Id.
This is a common exam scenario that tests understanding of the standard order submission user experience in the reference implementation.

References:
Trailhead: Industries CPQ modules on Order Capture, Submit and Monitor Orders, and Reference App scenarios, which describe the post-submission flow and confirmation UX.
Salesforce Help: Order Capture in Industries CPQ and SubmitOrder Integration Procedure documentation, which note that successful submission returns order details including the Order Id for display.

Explanation:

Let’s look at what the question is asking:

Which of these rule types can you use to ensure that a valid combination of products is added to the Cart?

✅ The key phrase is “valid combination of products.” That means we’re talking about:

Whether products can coexist in the cart.
Whether there are conflicts or required relationships between products.
This is precisely the purpose of Compatibility Rules.

✅ B. Compatibility → Correct
Compatibility Rules (also called Advanced Configuration Validation Rules) ensure:
Certain products cannot be selected together (Excludes).
Certain products must be selected together (Requires).
Cardinality constraints are enforced (e.g. max 2 routers per bundle).

Examples:
“Cannot order Premium Data Plan with Limited Data Plan.”
“If Security Service is selected, Router must also be selected.”

This ensures that combinations of products in the cart are valid.

Why the Other Options Are Incorrect
✅ A. Availability → Incorrect
Availability Rules determine if a product is available for ordering:
Inventory constraints
Geographical serviceability
They do not validate combinations of products in the cart.

✅ C. Eligibility → Incorrect
Eligibility Rules determine:
Whether a product should appear in the catalog for a specific customer or context.
They don’t ensure that combinations of products are valid once chosen.

✅ D. All of the above → Incorrect
Only Compatibility rules directly ensure that product combinations in the cart are valid.

Explanation:

In Salesforce Industries CPQ (Vlocity), Context Rules are used to dynamically evaluate contextual data such as Account attributes, SLA level, geography, or customer type, and apply rules across products. They are especially useful when rules need to scale across large catalogs without being tied to individual products.

Qualification Rules (B)
Context rules can be used to qualify whether a product is available for a customer based on contextual attributes.
Example: Only customers with Account.SLA = Gold qualify for premium installation services.

Compatibility Rules (C)
Context rules can enforce compatibility between products based on contextual conditions.
Example: A product may only be compatible with certain bundles if the customer is in a specific region or has a certain contract type.

Why the other options are incorrect

A. Penalty
Penalty rules are not a type of context rule. They are handled through pricing or billing logic rather than contextual evaluation.

D. Configuration
Configuration rules are managed through Advanced Rules such as Requires, Excludes, Recommends, and Modify Attributes, not through context rules.

References
Salesforce Industries CPQ Developer Guide – Context Rules Overview
Salesforce Help – Rule Types in Industries CPQ

Explanation:

When you open the Vlocity Cart (Industries CPQ Cart), you’ll see several buttons in the top-right corner of the cart header.

These buttons are often labeled things like:

Save
Submit
Cancel
Custom actions (e.g. Validate Order, Sync Assets, Launch Approval)

These buttons are known as Vlocity Actions.

✅ What are Vlocity Actions?
✅ Vlocity Actions are:

Configurable buttons displayed in the cart UI
Defined in the Vlocity Action Setup area

Linked to:

Remote methods (Apex)
Integration Procedures
OmniScripts
Navigation to other pages

Appear in:

Cart header
Line items
Cart UI panels

Example:
The “Submit” button in the cart header → triggers the submitOrder remote method.

You do not define these buttons on Salesforce layouts, SObjects, or purely in templates.

Why the Other Options Are Incorrect

✅ B. Buttons defined on the Salesforce layout → Incorrect
Page layout buttons in Salesforce:
Are for standard Salesforce pages (e.g. Account, Order pages)
Not used in the Vlocity Cart’s custom Angular UI.

✅ C. Buttons defined in the cpq-cart-setup template → Incorrect
The template defines where buttons appear visually, but the buttons themselves (labels, actions) are managed via Vlocity Actions.
Templates handle layout, not action logic.

✅ D. Buttons defined on the Order sObject → Incorrect
Buttons on the Order object:
Exist on standard Salesforce record pages.
They don’t appear automatically in the Vlocity Cart header.

Explanation:

Product Images in Salesforce CPQ/Vlocity:
Product images can be sourced in two ways:

URLs: Links to externally hosted images (e.g., CDN, third-party storage).
Files uploaded to Documents: Images stored in Salesforce Documents or Files.

Why "True"?

Flexibility: Admins can choose between:

URLs (e.g., https://example.com/router-image.jpg) for easy external hosting.
Documents (e.g., Salesforce Files) for centralized management within the org.

Key Use Cases:

URLs: Ideal for dynamic or high-volume catalogs (e.g., Amazon S3 links).
Documents: Better for controlled/internal assets (e.g., branded product images).

Need to Configure This?
Navigate to Product Setup in Salesforce CPQ/Vlocity to define image sources.

Explanation:

Subscription Management in Salesforce CPQ/Vlocity:
Time Policy defines the rules for when a subscription starts, renews, or ends.
It ensures the subscription aligns with the plan’s duration (e.g., auto-terminate at the end date).

Why Option C?
A time policy can enforce:
End-of-plan termination: Automatically expires the subscription when the plan’s duration completes.
No early termination: Prevents premature cancellation if configured.

Example: A 12-month SaaS subscription with a time policy set to "Terminate at Plan End".

Why Not Other Options?
A (Time Plan): Defines the duration (e.g., 12 months) but doesn’t enforce termination logic.
B/D (Effective Until/From Dates): Static dates that don’t dynamically align with the plan’s end.

Key Takeaway:
Use time policies to automate subscription lifecycle actions (start/end/renew).
Use time plans to set the duration.

Explanation:

A Compound Filter is a sophisticated logic container used within the rule engine to create multi-layered conditions.

Chaining Logic:
It functions by chaining or nesting different types of filters together. In a typical configuration, the compound filter acts as a bridge between multiple evaluations.

Internal Evaluation Filter:
This part of the chain typically evaluates the specific record currently being processed (the internal state), such as checking whether a Product Attribute is set to a specific value.

Qualification Filter:
This part of the chain evaluates whether the target entity, such as a Product or Account, meets specific criteria defined in an Entity Filter.

Boolean Result:
The compound filter evaluates both sides of the chain using logical operators like AND or OR and returns a single True or False result to the rule engine. This enables developers to build complex requirements such as: if the customer is a Gold Member (Qualification) AND the product quantity is greater than 10 (Internal Evaluation).

Analysis of Incorrect Answers

B. False
This is incorrect because the architectural definition of a compound filter in Vlocity is specifically to combine multiple filter criteria, most commonly internal evaluations and external qualifications, into a single actionable logic set.

References
Salesforce Help: Filtering in Industries CPQ Rules
Vlocity Documentation: Using Compound Filters to Build Complex Rule Logic